0001172661-18-001018.txt : 20180509
0001172661-18-001018.hdr.sgml : 20180509
20180509160214
ACCESSION NUMBER: 0001172661-18-001018
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180509
DATE AS OF CHANGE: 20180509
EFFECTIVENESS DATE: 20180509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Neumann Capital Management, LLC
CENTRAL INDEX KEY: 0001631930
IRS NUMBER: 271639553
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16383
FILM NUMBER: 18818199
BUSINESS ADDRESS:
STREET 1: 303 VINTAGE PARK DRIVE
STREET 2: SUITE 100
CITY: FOSTER CITY
STATE: CA
ZIP: 94404
BUSINESS PHONE: 650-548-9200
MAIL ADDRESS:
STREET 1: 303 VINTAGE PARK DRIVE
STREET 2: SUITE 100
CITY: FOSTER CITY
STATE: CA
ZIP: 94404
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
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0001631930
XXXXXXXX
03-31-2018
03-31-2018
false
Neumann Capital Management, LLC
303 Vintage Park Drive
Suite 100
Foster City
CA
94404
13F HOLDINGS REPORT
028-16383
N
Daniel J. Neumann, CFA
President and Chief Compliance Officer
650-548-9200
/s/ Daniel J. Neumann
Foster City
CA
05-09-2018
0
75
157140
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
1579
7192
SH
SOLE
0
0
7192
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1594
10385
SH
SOLE
0
0
10385
ALLSTATE CORP
COM
020002101
2397
25280
SH
SOLE
0
0
25280
ALPHABET INC
CAP STK CL A
02079K305
3651
3520
SH
SOLE
0
0
3520
ALPS ETF TR
ALERIAN MLP
00162Q866
138
14750
SH
SOLE
0
0
14750
AMAZON COM INC
COM
023135106
331
229
SH
SOLE
0
0
229
APPLE INC
COM
037833100
5002
29810
SH
SOLE
0
0
29810
APTIV PLC
SHS
G6095L109
203
2390
SH
SOLE
0
0
2390
ASTRAZENECA PLC
SPONSORED ADR
046353108
204
5829
SH
SOLE
0
0
5829
BANK AMER CORP
COM
060505104
3606
120225
SH
SOLE
0
0
120225
BOEING CO
COM
097023105
295
900
SH
SOLE
0
0
900
BRISTOL MYERS SQUIBB CO
COM
110122108
686
10839
SH
SOLE
0
0
10839
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
2508
26765
SH
SOLE
0
0
26765
CELGENE CORP
COM
151020104
1208
13535
SH
SOLE
0
0
13535
CHEVRON CORP NEW
COM
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2509
21999
SH
SOLE
0
0
21999
CISCO SYS INC
COM
17275R102
791
18437
SH
SOLE
0
0
18437
CONOCOPHILLIPS
COM
20825C104
796
13418
SH
SOLE
0
0
13418
CONSTELLATION BRANDS INC
CL A
21036P108
871
3822
SH
SOLE
0
0
3822
CVS HEALTH CORP
COM
126650100
3323
53423
SH
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0
0
53423
DISNEY WALT CO
COM DISNEY
254687106
534
5314
SH
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FACEBOOK INC
CL A
30303M102
209
1310
SH
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0
0
1310
GENERAL ELECTRIC CO
COM
369604103
205
15200
SH
SOLE
0
0
15200
GENERAL MTRS CO
COM
37045V100
1858
51125
SH
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0
0
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GILEAD SCIENCES INC
COM
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3847
51030
SH
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0
0
51030
INTERNATIONAL BUSINESS MACHS
COM
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697
4541
SH
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4541
ISHARES INC
MIN VOL EMRG MKT
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0
0
136820
ISHARES TR
SELECT DIVID ETF
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590
6200
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ISHARES TR
CORE S&P500 ETF
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212
800
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800
ISHARES TR
IBOXX INV CP ETF
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620
5284
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ISHARES TR
S&P 500 GRWT ETF
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597
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3850
ISHARES TR
MSCI EAFE ETF
464287465
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SH
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0
65172
ISHARES TR
RUS MID CAP ETF
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268
1300
SH
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1300
ISHARES TR
CORE S&P MCP ETF
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8084
43101
SH
SOLE
0
0
43101
ISHARES TR
NASDAQ BIOTECH
464287556
417
3908
SH
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0
0
3908
ISHARES TR
S&P MC 400GR ETF
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2712
12420
SH
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ISHARES TR
RUS 1000 ETF
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SH
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ISHARES TR
RUSSELL 2000 ETF
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SH
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ISHARES TR
CORE S&P US GWT
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ISHARES TR
S&P MC 400VL ETF
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CORE S&P SCP ETF
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SP SMCP600VL ETF
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MRGSTR MD CP GRW
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IBOXX HI YD ETF
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EAFE VALUE ETF
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SH
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JOHNSON & JOHNSON
COM
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SH
SOLE
0
0
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JPMORGAN CHASE & CO
COM
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2447
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SH
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0
0
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MCKESSON CORP
COM
58155Q103
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SH
SOLE
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MERCK & CO INC
COM
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309
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SH
SOLE
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0
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METLIFE INC
COM
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316
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SH
SOLE
0
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MICROSOFT CORP
COM
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SH
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NETFLIX INC
COM
64110L106
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SH
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NVIDIA CORP
COM
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SH
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ORACLE CORP
COM
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SH
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PFIZER INC
COM
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SH
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PUBLIC SVC ENTERPRISE GROUP
COM
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ROPER TECHNOLOGIES INC
COM
776696106
1404
5000
SH
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0
0
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SCHWAB CHARLES CORP NEW
COM
808513105
970
18575
SH
SOLE
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SEMPRA ENERGY
COM
816851109
254
2284
SH
SOLE
0
0
2284
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
310
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SH
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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SPDR SERIES TRUST
S&P DIVID ETF
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TARGET CORP
COM
87612E106
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SH
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UNUM GROUP
COM
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VALERO ENERGY CORP NEW
COM
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REAL ESTATE ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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SH
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
956
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SH
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0
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VERIZON COMMUNICATIONS INC
COM
92343V104
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SH
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WALGREENS BOOTS ALLIANCE INC
COM
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288
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SH
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WELLS FARGO CO NEW
COM
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WISDOMTREE TR
EMG MKTS SMCAP
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WISDOMTREE TR
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